13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000732905
Total reported value
$1.3B
$1.3B
43 檔
60.2%
In Q4 2024, Tweedy, Browne Co LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 43 disclosed stock positions.
During Q4 2024, Tweedy, Browne Co LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, CNH, JNJ) accounted for 60.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 13.08% | -0.05% | -49.47% | |
| 2 | CNH | CNH Industrial N.V. | Stock-Industrials | 11.18% | -0.50% | -4.56% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 10.53% | -0.38% | -4.06% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.40% | -0.70% | -56.70% | |
| 5 | FMC | Fmc CORP | Stock-Materials | 9.38% | — | -8.43% | |
| 6 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 7.66% | +0.13% | -5.96% | |
| 7 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 6.98% | +0.27% | -4.01% | |
| 8 | WFC | Wells Fargo & Co | Stock-Financials | 3.21% | -0.15% | -20.71% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.07% | -0.01% | -28.71% | |
| 10 | ALV | Autoliv Inc | Stock-Consumer Disc | 2.81% | +0.17% | -5.76% | |
| 11 | FDX | Fedex CORP | Stock-Industrials | 2.25% | -1.83% | -24.40% | |
| 12 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 2.11% | +0.38% | -18.21% | |
| 13 | NVST | Envista Holdings CORP | Stock-Healthcare | 1.99% | -0.03% | -19.00% | |
| 14 | TFC | Truist Financial CORP | Stock-Financials | 1.86% | +0.02% | -16.31% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.79% | +0.10% | -10.49% | |
| 16 | AZO | Autozone Inc | Stock-Consumer Disc | 1.66% | -0.15% | -30.19% | |
| 17 | SDA | Sealed Air CORP | Stock-Consumer Disc | 1.29% | -1.43% | EXIT | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.27% | +0.16% | -15.13% | |
| 19 | ✓ | Stock-Other | 1.19% | — | -0.65% | ||
| 20 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.10% | +0.08% | -24.20% | |
| 21 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.81% | +0.09% | -40.50% | |
| 22 | USB | US Bancorp | Stock-Financials | 0.75% | +0.07% | -6.62% | |
| 23 | ✓ | Stock-Other | 0.55% | — | -2.58% | ||
| 24 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.52% | — | -1.79% | |
| 25 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.51% | +0.05% | -6.89% | |
| 26 | ATMU | Atmus Filtration Technologie | Stock-Consumer Disc | 0.35% | — | — | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.34% | +0.03% | -48.79% | |
| 28 | EPD | Enterprise Products Partners | Stock-Energy | 0.29% | -0.16% | EXIT | |
| 29 | UL | Unilever PLC | Stock-Consumer Staples | 0.26% | — | -2.09% | |
| 30 | GL | Globe Life Inc | Stock-Financials | 0.25% | -0.01% | -6.39% | |
| 31 | ✓ | Stock-Other | 0.24% | — | -71.53% | ||
| 32 | PGR | Progressive CORP | Stock-Financials | 0.24% | +0.01% | -30.18% | |
| 33 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.21% | -0.04% | -13.16% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | — | -73.13% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.16% | -0.07% | -10.15% | |
| 36 | PSX | Phillips 66 | Stock-Energy | 0.10% | -0.02% | -55.44% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.09% | — | -11.26% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.09% | -0.01% | -2.54% | |
| 39 | CNXC | Concentrix CORP | Stock-Tech | 0.08% | -0.01% | -82.82% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.06% | -0.02% | -11.00% | |
| 41 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.05% | -0.01% | -8.63% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.03% | -0.01% | -64.10% | |
| 43 | BAX | Baxter International Inc | Stock-Healthcare | 0.02% | — | — |
According to official SEC Form 13F filings, Tweedy, Browne Co LLC reported a total U.S. public equity portfolio value of $1.3B across 43 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Tweedy, Browne Co LLC's top holdings by market value included BRK-A (13.1%)、CNH (11.2%)、JNJ (10.5%). The largest single position, BRK-A, represented 13.1% of total portfolio value.
In Q4 2024, Tweedy, Browne Co LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.